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Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Leads field marketing for Citizens Private Bank and Private Wealth across Southern California. Develops market-specific go-to-market plans, local sponsorships, events, content, and brand activations tied to growth goals. Partners with bankers, advisors, executives, communications, events, and enterprise marketing teams to support office openings, advisor-team integrations, executive engagement, and pipeline generation. Builds a scalable regional marketing model and represents the private banking brand with senior stakeholders and external partners.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Leads the strategy, modernization, convergence, and innovation of the bank’s consumer deposit product portfolio. Oversees core platform transformations, product rationalization, system conversions, technology roadmaps, regulatory alignment, customer experience, and performance metrics. Partners across Technology, Operations, Risk, Compliance, Finance, and Digital Banking while managing and mentoring product managers. Requires extensive banking leadership, deposit product expertise, and experience delivering large-scale transformation initiatives.
Top Skills:
Agile Product DevelopmentAPIsCore Banking PlatformsFintech IntegrationsReal-Time Processing
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Conduct independent fundamental research on U.S. large-cap equities, including financial statement analysis, earnings coverage, valuation, forecasting, and financial modeling. Generate, pitch, and defend investment ideas; advise wealth teams; write investment commentary and research; present views to senior audiences; and use Excel and AI tools to scale research. The role requires broad market expertise, strong communication skills, CFA certification, and minimal oversight.
Top Skills:
Ai ToolsBloombergFactsetExcelMorningstar Direct
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Manages, acquires, and deepens commercial business banking relationships with companies generating $5 million to $50 million annually. Advises clients on credit, liquidity, interest rate management, treasury, and wealth management solutions. Drives loan, deposit, and fee-income growth through consultative selling, prospecting, referrals, community engagement, and collaboration with internal partners. Maintains customer satisfaction, manages moderately complex portfolios, and operates within risk, compliance, and performance goals.
Top Skills:
Commercial Lending ApplicationsSalesforce
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Provides SBA lending expertise and training to Relationship Managers, supports processing of SBA 7(a) and 504 loans, develops leads through outreach to CDCs, CDAs, government agencies, and customers, and assists with loan preparation, processing, and closing.
Top Skills:
Sba Sop
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Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Leads strategic and executional marketing for Citizens’ investment banking business, building brand equity, generating demand, and supporting revenue goals. Responsibilities include digital marketing, content and editorial planning, lead nurturing, marketing automation, analytics, integrated campaign execution, stakeholder management, budgeting, and regulatory compliance. The role partners with sales, leadership, agencies, and marketing centers of excellence to improve client experience and business performance.
Top Skills:
Account-Based MarketingContent MarketingDigital MarketingDisplay AdvertisingEmail MarketingMarketing AutomationSalesforceSearch AdvertisingSeoSocial MediaWeb Analytics
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Lead a team executing call monitoring and quality assurance to ensure accurate, consistent, and risk‑aware evaluations. Partner with operations, compliance, and training to drive coaching, remediate risks, support audits, deliver trend reporting, and continuously improve monitoring criteria, processes, and controls in a regulated environment.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
The Liquidity Relationship Manager drives deposit growth in Escrow liquidity pools by managing sales pipelines, client relationships, and delivering tailored liquidity solutions, while coordinating with various internal teams.
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Supports private bank relationship managers by managing clients’ lending transactions from inquiry through post-closing. Analyzes financial statements and loan eligibility, coordinates internal and external parties, presents loans for approval, submits and locks loans, collects conditions, monitors pipelines, coordinates closings, and performs quality control. Requires expertise in credit policy, complex underwriting, commercial real estate and multifamily lending, regulatory requirements, and high-net-worth lending.
Top Skills:
Lending Origination Systems
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Develop and manage relationships with small business clients, grow commercial loan and deposit portfolios, identify client needs, and provide banking solutions. The role involves consultative B2B sales, credit and lending risk assessment, portfolio management, community engagement, and collaboration with banking, lending, and investing teams to increase customer loyalty and profitability.
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